Estate Planning Overview

At Caliber Law, we strive to assist you in finding the best options possible while structuring an estate plan that works specifically for you.

To help our clients make the best decisions, we have clients fill out an initial intake form regarding their general wishes, and then help them decide what type of estate plan and estate plan structure will help them accomplish their goals, without over-complicating the process. We believe that every client should have estate planning documents in place, as it helps individuals to reach their goals and helps them look after their loved ones and future generations by providing clear instructions on what to do upon their death.

To best assist our clients, we help with planning based on your wishes and goals. Estate planning is available and meant for everyone, not just the elderly or rich. This type of planning will help assist you and your loved ones in building a solid foundation for the next generation, or whomever you wish, to give you peace of mind should anything happen to you. 

What happens if I don't plan?

When someone dies without a plan, it can create a very bumpy situation for loved ones when they are already grieving. Depending on the state where you live, the court would take control of the estate and administer the estate according to how they would want. This can cause a lot of uncertainty as to how your finances, property, and assets will be taken care of and creates an unsettling transition for your family and friends, which can be detrimental to important relationships. We want to make sure that those difficult problems are resolved before they can even arise.

Will I be able to make changes?

The main purpose of estate planning is to make sure that your goals and wishes are met when you no longer have a voice. During your lifetime your plan will always be evolving, and we are here to help you make any changes that you wish. 

Our Offerings:

At Caliber Law, we offer two comprehensive packages, which can be adapted and changed to meet your specific wishes:

Basic Estate Planning
  • Will
  • Durable Financial Power of Attorney
  • Health Care Power of Attorney
  • Living Will
Comprehensive and Advanced Planning
  • Revocable Living Trust to Hold Your Assets
  • Pour Over Will
  • Durable Financial Power of Attorney
  • Health Care Power of Attorney
  • Living Will
  • Marital Property Agreement for Married Couples

Regardless of your status or position in life, we have an estate plan package that is just right for you.

We Offer Flat Rate and Hourly Rate Arrangements to fit Your Budget.

CONTACT US TODAY to make an appointment and find out what we can do for you.

SERVING AREAS

Based in Oshkosh, Wisconsin and located in the center of the Fox Valley, we serve clients in the Oshkosh, Appleton, Fond du Lac, Green Bay, Waupaca, Wautoma, Ripon, Berlin, Green Lake areas among many other areas throughout the State of Wisconsin.

Menu